Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.554 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47459.18 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46061.19 Kr¶
PnL: ---------------------------------------> -827.38 Kr¶
DD now: ---------------------------------> -2.407 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 12:09:53.475946'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.960000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | 0.250000 | 2779.000000 | 143.000000 | 5.420000 | 2636.000010 |
| HMS Networks | 2 | -0.960000 | 783.200000 | 110.200000 | 16.370000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.320000 | 3529.300000 | 75.300000 | 2.180000 | 3453.999992 |
| SAAB B | 8 | -0.300000 | 3432.800000 | 55.800000 | 1.650000 | 3377.000000 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.180000 | 394.400000 | 39.400000 | 11.100000 | 355.000000 |
| Boozt | 12 | 1.220000 | 1692.000000 | 38.000000 | 2.300000 | 1653.999996 |
| Resurs Holding | 22 | 1.700000 | 603.900000 | 29.900000 | 5.210000 | 573.999998 |
| Corem Property Group B | 59 | 0.890000 | 604.160000 | 27.160000 | 4.710000 | 576.999999 |
| Intrum | 4 | 0.620000 | 548.200000 | 21.200000 | 4.020000 | 527.000000 |
| AcadeMedia | 12 | -0.330000 | 576.720000 | 19.720000 | 3.540000 | 557.000004 |
| Swedbank A | 3 | 1.280000 | 583.200000 | 19.200000 | 3.400000 | 564.000000 |
| Securitas B | 6 | 1.750000 | 586.200000 | 16.200000 | 2.840000 | 570.000000 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| OEM International B | 7 | -0.510000 | 543.200000 | 15.200000 | 2.880000 | 527.999997 |
| Norva24 Group | 16 | -0.230000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.240000 | 252.240000 | 6.240000 | 2.540000 | 246.000000 |
| Creaspac SPAC | 6 | 0.210000 | 582.000000 | 5.000000 | 0.870000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.000000 | 535.600000 | 3.600000 | 0.680000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Handelsbanken A | 5 | 0.510000 | 542.750000 | -3.250000 | -0.600000 | 546.000000 |
| Midsona B | 63 | 0.330000 | 570.150000 | -12.850000 | -2.200000 | 582.999984 |
| CTEK | 13 | -2.960000 | 514.930000 | -19.070000 | -3.570000 | 533.999999 |
| International Petroleum Corp. | 5 | 3.800000 | 573.000000 | -21.570000 | -3.630000 | 594.565215 |
| Essity B | 2 | -0.870000 | 544.400000 | -29.600000 | -5.160000 | 574.000000 |
| Essity A | 4 | -0.180000 | 1096.000000 | -53.000000 | -4.610000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.650000 | 3783.500000 | -66.500000 | -1.730000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | -2.040000 | 2745.600000 | -225.400000 | -7.590000 | 2971.000006 |
| OX2 | 18 | 1.140000 | 1434.600000 | -229.400000 | -13.790000 | 1663.999992 |
| Axfood | 13 | 0.220000 | 3476.200000 | -279.800000 | -7.450000 | 3756.000001 |
| Ovzon | 52 | -0.370000 | 2766.400000 | -595.600000 | -17.720000 | 3361.999992 |
| TOTAL | 46061.190000 | -827.380000 | -2.40739% | 46888.564618 |
Updated:¶
'2023-01-27 12:10:06.433714'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
